| Revenue growth | 21% YoY growth; 12% growth in constant currency terms. |
|---|---|
| Margins | Temporary dip to 26-27% post-acquisition; aiming for 30%+ recovery. |
| Order book | Significant new wins in California and national musculoskeletal aggregators. |
| Demand visibility | Strong expansion in rural/community markets via TrueBridge and AI-driven efficiency. |
| Management confidence | High; focused on long-term 'True North' FY30 EBITDA targets. |
Growth
Revenue grew 12% in constant currency; EBITDA margin remains high at 33% (35% adjusted for acquisition costs).
Outlook
Management targets 3,000 Cr EBITDA by FY30 with margins returning to early-to-mid 30s.
Risks
TrueBridge acquisition brings lower margins and aggressive revenue recognition adjustments, potentially masking integration friction.
Last quarter's promises, checked
Delivered
- Headcount growth < revenue growth → 5.3% headcount vs 13% CC revenue (= BEAT)
- Margin expansion post-AQuity → 35% EBITDA margin achieved (= BEAT)
- Top 10 client vintage 5+ years → North of 5 years maintained (= BEAT)
Partly delivered
- Cross-sell into AQuity base → Holyoke Medical Center added but took longer than planned (= PARTIAL)
- Debt reduction → Constant pay down but TruBridge acquisition will increase leverage to 3x (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: IKS. Summary written with AI assistance from the document.
Inventurus Knowledge Solutions Ltd: key numbers
- Share price
- ₹1,725.00
- Market cap
- ₹29,596 Cr
- Revenue (annual)
- ₹3,192 Cr
- Net profit (annual)
- ₹721.5 Cr
- P/E (TTM)
- 38.8×Sector 53.1×
- Promoter holding
- 63.72%+0.00% QoQ
- FII holding
- 8.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Inventurus Knowledge Solutions Ltd
All →Inventurus Knowledge Solutions Annual General Meeting
Inventurus Knowledge Solutions held its 20th Annual General Meeting on September 21, 2026, transacting ordinary and special business items, including amendments to its ESOP Plan 2022.
Inventurus Knowledge Solutions Management Change
Inventurus Knowledge Solutions announced the resignation of Chief Human Resources Officer Manisha Kadagathur. Ms. Amaris McComas will succeed her as the new CHRO effective September 5, 2026.
Inventurus Knowledge Solutions Other Announcement
Inventurus Knowledge Solutions informed the exchange regarding the dispatch of the Annual Report and AGM Notice to shareholders who have not registered their email addresses.
Inventurus Knowledge Solutions Business Update
Inventurus Knowledge Solutions Limited has released its Business Responsibility Sustainability Report (BRSR) for FY 2025-26. The report includes an independent assurance statement on core ESG indicators.
Inventurus Knowledge Solutions Annual General Meeting
Inventurus Knowledge Solutions Limited has convened its 20th Annual General Meeting for September 21, 2026. The agenda includes adopting financial statements and amending the ESOP Plan 2022.
Inventurus Knowledge Solutions Annual Report
Inventurus Knowledge Solutions Limited has scheduled its 20th Annual General Meeting for September 21, 2026. The company concurrently released its Annual Report for the financial year 2025-26.